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Aeromedicare Retirement Benefits Scheme (M00260)
Mr Horn says that the Managing Trustees failed to proceed with an offer of £750,000 received for the sale of the property asset of the Scheme (the “Property” which excluded the associated land (the “Associated Land” and instead transferred part of the Property to a new scheme of the Manag …
Sprint Internations (UK) Retirement Benefits Plan (N01157)
Dr Smart alleges that he gave up his employment with the Company and agreed to retire before age 65 in reliance on information he received about his pension entitleme …
Scottish Equitable Self-Administered Personal Pension Plan (P00184)
I am asked to Determine a dispute between the Scottish Equitable plc and Mrs Parsons regarding the intended beneficiary under Mr E H Harris’ Personal Pension Plan following his death on 11th December 2002. RULES OF THE PLAN Rule 2 provides that survivor means: a dependan …
The Pointing Limited Pension Fund (M00347)
Mr Macklin alleges that the Trustees have incorrectly calculated his pension benefits, and as a result he has received an incorrect quotation of a cash equivalent transfer value. In addition, he has complained about the Trustees’ handling of his queries and the int …
Principal Civil Service Pension Scheme (M00481)
The Applicant complains that the MoD failed to interpret correctly the Rules of the Scheme (the Scheme Rules) as regards the deduction of outstanding Widows Pension Scheme (WPS) contributions from his preserved lump sum at retirement; and to recognise that advice given t …
Lincoln Financial Group Policy number 161-504340-59 (N00025)
Mr Welling alleges that the were slow in making their requirements known to effect a transfer of benefits from Lincoln to the Environment Agency Pension …
The Yorkshire Caravans of Bawtry Ltd Retirement and Death Benefits Scheme
(1990) (N00162)
Mr Wraith complains that the Trustees did not advise him of the Friends Provident demutualisation bonus due t …
Blackburn Chemicals Ltd Retirement Benefits Scheme (N00841)
Mr Williams complains that the Trustees failed to advise or notify him that as from 19 July 1994 his pension policy would cease to be held on a with-profits basis. Mr Williams complains that …
The Local Government Pension Scheme (P00185)
Mrs Hulme has complained that Staffordshire did not properly consider her for early retirement on the grounds of ill health instead of terminating her employment. Some of the issues before me might be seen as complaints of maladministration while others can be seen as dis …
ASW Sheerness Group Pension Fund (P00784)
Mr Baker says that the Trustees failed to deal timeously with his transfer value request. The Trustees accept that Mr Baker’s request was overlooked but say that Mr Baker would not have taken the transfer value if supplied. Some of the issues before me might be seen as complaint …
DB (UK) Pension Scheme (P00880)
Mr Ely says that ANBC delayed in dealing with a transfer request in respect of his Free Standing Additional Voluntary Contributions (FSAVCs) fund. Some of the issues before …
TfL Pension Fund (formerly LRT Pension Fund) (P01097)
Mr Strouthos has complained that : He was entitled to an ill health pension twelve months before he was dismissed. He says the Trustee changed its position after his dismissal. The Trustee wrongfully took into account …
Teachers’ Pension Scheme – Prudential AVC Facility (Q00284)
Mrs Seed complains that Prudential’s sales representative improperly persuaded her to pay additional voluntary contributions (AVCs) to Prudential. Mrs Seed states that the sales representative did not inform her that she could purchase past added years (PAY) in the Tea …
Scottish Life Personal Pension Plan 2012672 (P00694)
Mr Halifax has complained that there was an excessive delay in releasing his funds after agreement had been reached. He also says that Scottish Life failed to respond to correspondence, provided incorrect and/or confusing information and that they are using an incorrect retirement date.
Industry Wide Coal Staff Superannuation Scheme (N01278)
Mr Holehouse alleges that: In considering his application for early retirement on the grounds of ill health, the Trustee failed to exercise a duty of care towards him by not taking responsibility for the final decision; I …
Teachers’ Pension Scheme – Prudential AVC Facility (P00600)
Mr Moodley complains that Prudential’s sales representatives improperly persuaded him to pay additional voluntary contributions (AVCs) to Prudential. Mr Moodley states that the sales representatives did not inform him that he could purchase past added years (PAY) in …